Albion Financial Group’s CBL& Associates Properties, Inc. CBL Stock Holding History

Albion Financial Group’s Portfolio CBL Stock Details CBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-17,000	Closed	-$3K	–	511
2020 Q3	$3K	Hold	17,000	–	–	﹤0.01%	231
2020 Q2	$5K	Hold	17,000	–	–	﹤0.01%	219
2020 Q1	$3K	Buy	17,000 +2,000	+13%	+$1.36K	﹤0.01%	207
2019 Q4	$16K	Hold	15,000	–	–	﹤0.01%	216
2019 Q3	$19K	Buy	+15,000	New	+$15.7K	﹤0.01%	204

Other funds holding CBL

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

JBF Capital Aspen, Colorado $676M AUM 24.74% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Pinnacle Bancorp Beatrice, Nebraska $339M AUM 14.48% 1-Year Est. Return

Albion Financial Group's CBL Position: Q4 2020 in Review

Albion Financial Group sold out of CBL& Associates Properties, Inc. (CBL) in Q4 2020, closing a stake of 17,000 shares — an estimated $3K sold.

Albion Financial Group first reported a position in CBL in Q3 2019 and held it in 5 quarters. The position peaked at $19K in Q3 2019. 12 funds tracked by Wall St. Rank hold CBL as of Q4 2020.

Albion Financial Group reported no remaining CBL& Associates Properties, Inc. position as of Q4 2020 after selling out during the quarter.
Albion Financial Group sold 17,000 CBL& Associates Properties, Inc. shares in Q4 2020, an estimated $3K.
Albion Financial Group first reported a position in CBL& Associates Properties, Inc. in Q3 2019 and held it in 5 quarters.
Albion Financial Group's CBL& Associates Properties, Inc. position peaked at $19K in Q3 2019.
12 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q4 2020.

Based on Albion Financial Group's 13F filing for Q4 2020, filed 19 Feb 2021.